Meet The Man Behind The Scenes
Let’s Change How We
We provide financial services that will better educate, inform and assist our clients in obtaining their personal financial goals throughout their working lives and retirement.
Our focus is to deliver clear, efficient and effective advice in a professional and appropriate manner to ensure all our clients achieve their lifestyle and financial objectives.
Get To Know Us
Con Stamatelos - Director, Financial Adviser
Con has over 10 years experience in the Financial Services industry, having previously worked with a number of listed financial groups.
Con holds a Bachelor of Business Degree majoring in Accounting as well as an Advanced Diploma of Financial Services. He is a Practitioner Member of the Financial Planning Association of Australia (FPA) as well as a member of the Self Managed Superannuation Professional Association of Australia (SPAA). Con is an Authorised Representative of ChpW Financial Pty Ltd.
Con specialises in retirement planning and wealth creation strategies for individuals, portfolio management for both Direct Equities and Managed Funds, personal financial planning, personal superannuation as well as risk insurance for individuals and small to medium business.
Last But Not Least
We are authorised to provide financial product advice on and deal in
- Deposit & Payment Products
- Debentures, Stocks or Bonds
- Risk Insurance Products
- Retirement Savings Accounts
- Managed investments
This website is intended to provide general information only and has been prepared by Lotus Wealth Management ABN: 49 868 313 382 without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision. Lotus Wealth Management. 17-19 Chessell Street, Southbank VIC 3006 Australia, is Authorised Representative Number 290702 of Chpw Financial Pty Ltd, AFSL Number 280201.